CWS vs. DGRW
Compare and contrast key facts about AdvisorShares Focused Equity ETF (CWS) and WisdomTree U.S. Dividend Growth Fund (DGRW).
CWS and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CWS is an actively managed fund by AdvisorShares. It was launched on Sep 20, 2016. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWS or DGRW.
Performance
CWS vs. DGRW - Performance Comparison
Returns By Period
In the year-to-date period, CWS achieves a 16.86% return, which is significantly lower than DGRW's 19.99% return.
CWS
16.86%
-1.31%
8.66%
27.92%
14.18%
N/A
DGRW
19.99%
-1.56%
9.50%
26.20%
14.37%
12.74%
Key characteristics
| CWS | DGRW | |
|---|---|---|
| Sharpe Ratio | 2.50 | 2.54 |
| Sortino Ratio | 3.38 | 3.53 |
| Omega Ratio | 1.43 | 1.47 |
| Calmar Ratio | 4.63 | 4.31 |
| Martin Ratio | 14.88 | 16.09 |
| Ulcer Index | 1.93% | 1.68% |
| Daily Std Dev | 11.47% | 10.61% |
| Max Drawdown | -33.82% | -32.04% |
| Current Drawdown | -3.09% | -2.74% |
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CWS vs. DGRW - Expense Ratio Comparison
CWS has a 0.77% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Correlation
The correlation between CWS and DGRW is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
CWS vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Focused Equity ETF (CWS) and WisdomTree U.S. Dividend Growth Fund (DGRW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CWS vs. DGRW - Dividend Comparison
CWS's dividend yield for the trailing twelve months is around 0.21%, less than DGRW's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWS AdvisorShares Focused Equity ETF | 0.21% | 0.25% | 0.50% | 0.16% | 0.27% | 0.39% | 2.61% | 0.29% | 0.03% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.52% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Drawdowns
CWS vs. DGRW - Drawdown Comparison
The maximum CWS drawdown since its inception was -33.82%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for CWS and DGRW. For additional features, visit the drawdowns tool.
Volatility
CWS vs. DGRW - Volatility Comparison
AdvisorShares Focused Equity ETF (CWS) has a higher volatility of 3.88% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 3.61%. This indicates that CWS's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.